Accurate Wealth Management’s Curtiss-Wright CW Stock Holding History

Accurate Wealth Management’s Portfolio CW Stock Details CW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-6	Closed	-$1K	–	512
2022 Q4	$1K	Buy	+6	New	+$999	﹤0.01%	1368

Other funds holding CW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Accurate Wealth Management's CW Position: Q1 2023 in Review

Accurate Wealth Management sold out of Curtiss-Wright (CW) in Q1 2023, closing a stake of 6 shares — an estimated $1K sold.

Accurate Wealth Management first reported a position in CW in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 386 funds tracked by Wall St. Rank hold CW as of Q1 2023.

Accurate Wealth Management reported no remaining Curtiss-Wright position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 6 Curtiss-Wright shares in Q1 2023, an estimated $1K.
Accurate Wealth Management first reported a position in Curtiss-Wright in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Curtiss-Wright position peaked at $1K in Q4 2022.
386 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.